A detailed history of Provenance Wealth Advisors, LLC transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 3,003 shares of WTRG stock, worth $125,195. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,003
Previous 5,538 45.77%
Holding current value
$125,195
Previous $201 Million 40.98%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 15, 2025

SELL
$33.49 - $40.57 $84,897 - $102,844
-2,535 Reduced 45.77%
3,003 $119 Million
Q4 2024

Aug 15, 2025

SELL
$36.18 - $40.55 $487,959 - $546,897
-13,487 Reduced 70.89%
5,538 $201 Million
Q3 2024

Aug 15, 2025

SELL
$36.74 - $41.49 $1,653 - $1,867
-45 Reduced 0.24%
19,025 $734 Million
Q2 2024

Aug 15, 2025

BUY
$33.88 - $39.67 $3,049 - $3,570
90 Added 0.47%
19,070 $712 Million
Q1 2024

Aug 15, 2025

BUY
$34.18 - $38.66 $38,452 - $43,492
1,125 Added 6.3%
18,980 $703 Million
Q4 2023

Aug 15, 2025

BUY
$32.59 - $37.64 $20,531 - $23,713
630 Added 3.66%
17,855 $667 Million
Q3 2023

Aug 15, 2025

BUY
$34.04 - $43.1 $586,339 - $742,397
17,225 New
17,225 $591 Million

Others Institutions Holding WTRG

About Essential Utilities, Inc.


  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $10.9B
  • Description
  • Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...
More about WTRG
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